C'mon.

This is ridiculous.

Respected Fed guy still think #BITCOIN     is like beanie babies?

Maybe it's still even earlier than I thought.

zycrypto.com/bitcoin-still-…

Most remarkable macro correlation break I've seen in some time.

Suggests extreme concern about monetary debasement driven by 60% Treasury mkt increase past 5yrs.

Theme not yet widely subscribed.

Bullish #GOLD and more so when rates drop.

Vaults #Bitcoin     to 200k+
🚀 🚀

No one cares...

But hey now!!!

🚀 🚀 🚀

Explosion up just kicked off.

#Silver

Looks explosive.

Who knows why. Haven't traded #Silver in 20yrs...

...but break of 30 goes to 50+.

Yes, a bull mkt for ants say the #Bitcoin     and #Crypto crowd.

...but there's information here.

What type of environment are we in with silver at 50.

#BTC     at 200k+

Just starting...

...but when will anyone care about #GOLD ?

Why is it so strong?

Imagine if Fed funds were 2% and not 5%.

Where would it be then?

Feels like Chinese buying on negative real rates there.

Hang Seng index near 19yr lows can't be confidence inspiring.

What a great lineup for tomorrow's event in NYC.

Well done Pomp 🌪!

Will be tough to follow Cathie Wood but will do my best.

3rd inning of this #Bitcoin     bull market...at least 12-24 months to go in this upcycle.

Ignore short term wiggles...it's #hodl season.
🚀

Conservative again on #btc     price.

A mere 3x over next 12-24mo.

Bull mkt just in its 3rd inning now.

Not feeling ebullience or froth at Blockworks DAS event London (but still overbooked).

Next year could be real rager...bigger venue.

theblock.co/post/283200/10…

How can anyone now be less bullish than a bank on year-end #Bitcoin     price?

theblock.co/post/283064/st…

Old Fiat world imploding on itself...even in tech area.

AI driver but web2 played out.

Techies should be moving into Digital Asset ecosystem.

Shortage now of blockchain devs.

Fiat based economy cannot grow faster than DAE with #Bitcoin     at core.

cnbc.com/2024/03/15/lai…

Doing my best here to help drive adoption in the traditional world.

One would think with #Bitcoin     at all time highs and the entire space on fire that traditional investors would be paying attention.

Will be interesting to see attendance.

Doesn't everyone like🚀🚀 🚀?

A lot of banter going on here...

Raoul Pal, Ran Neuner and I chatting.

Letting it rip a bit on a Friday.

Odd that Ran not more bullish on #Bitcoin .

We see north of 200k.

Can't believe this is already at 122k views! 🚀 🚀

youtu.be/T1EJDJblr38

Early days for #bitcoin     flows through etf.

#Ethereum etf next.

Tens of Trillions of value in global equity accounts can now access #btc .

Great to chat with Mippo 🟪 and Blockworks crew.

Targeting 150k-250k btc this cycle. Hodl tight

youtu.be/rbWxIV7EcN0?si…

Ka-boom

....traditional macro to kick in to lift #bitcoin     #ETH into hyperspace.

10yr yield break of 4% going to 3.5%.

Inflation dropping globally...now US employment growth to slow.

#Gold leading tradfi macro.

Huge Value being created in digital asset ecosystem #DAE

Macro backdrop bullish for #bitcoin    .   

Chart below suggests significantly lower CPI... leading to large rate cuts and easily another 25-30k on the upside for #btc         throughout the year.

Collapse in US small banks also disinflationary +btc, #ETH , #dae , #ndx

Oh my oh my...

Most hated asset about to launch into stratosphere.

Time for #gold to do it's thing.

ISM employment number breaking lower.

Big 2yr yield drop coming.

Imagine where #Bitcoin     would be today if short rates were 3% and not 5%.

120k is the answer. 120k.

Seems impossible...

But the vertical spikes up in the s2f model in '13, '16, '20 were all confirmed by price action within one year.

Suggests a 900k #Bitcoin     price within 12-18mo.

Not my call, just reading how model has worked.

...red dots coming for PlanB

So how early is it still?

$6b daily volume on #BTC etf, up 3x from day before..still tiny but moving price.

Total daily crypto volume $200b.

Total world fiat fx volume $7.5t daily...40x greater.

If etf volume 3x next week/next month, price impact severe.

H/T Eric Balchunas

Surprised.

#Bitcoin     up almost 100% in 5 mo and not feeling frothy.

Doubters still everywhere.

X even a bit sedate.

US short rates still 5%! USD strong.

#BTC     shocking acceleration up feels imminent.

Break of 70k goes right to 90k...

Then 150k-200k this yr.🚀

Luved this chart at 50 at 60 at 80 at 100...

...now 190 and looks like it will head up to 400.

Rare that a chart still looks so phenomenal after such a big run.

Coinbase 🛡️ doing excellent job diversifying revenue streams.

Mega bullish for #DAE
#Bitcoin #Ethererum

🚀 🚀

Been away traveling but got in this quick chat with Anthony Scaramucci yesterday.

The Mooch always seems to be in a good mood these days. Maybe it's #bitcoin     at 50k and #Ethererum at 3k.

Just the second inning of this bull run in #btc     

🚀 🚀 🚀

youtu.be/WbTHj6PPDgE